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| To be very blunt - DO NOT ARCHIVE! It doesn't do what you might assume and ends up causing more trouble than any anticipated benefit. See http://umpmfaq.info/faq.html#Q29 -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default...d=fh;EN-GB;mny. I do not respond to any emails that I have not specifically asked for. "Mike Cooper" <mcooper73[at]antispam.yahoo.com> wrote in message news:8dSpg.3375$JZ1.3016[at]trnddc01... - quote - > I'm using MS Money Deluxe & Business Edition 2003, almost all accounts are > set up as personal, however since I do independent contracting I also have > a "business receivables" account containing various invoices. This is the > only account I have assigned for business use. When invoices are paid, > payment is usually deposited into a personal checking account, which is > balanced / reconciled every month. > The problem relates to archiving the old stuff - I know that Money will > not archive transactions that take place between accounts (i.e. transfers) > if only one side of the transaction is reconciled. In this case, there > are tons of old transactions in the personal checking that did not get > archived because, even though they're reconciled on the checking side, > they apparently are not reconciled on the "business receivables" side. > I had always assumed that in my invoice list, when I select "receive > payment" on an invoice and fill in the details, it automatically > reconciles that side of the transaction. Apparently this is not > happening. Since "business receivables" isn't a typical asset or bank > account, I can't clear transactions or balance the account in the same > manner as I would with those accounts, so the archiving is incomplete. > What am I missing? > Thanks in advance - > Mike > (remove "antispam" in email for direct reply) |
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| I'm using MS Money Deluxe & Business Edition 2003, almost all accounts are set up as personal, however since I do independent contracting I also have a "business receivables" account containing various invoices. This is the only account I have assigned for business use. When invoices are paid, payment is usually deposited into a personal checking account, which is balanced / reconciled every month. The problem relates to archiving the old stuff - I know that Money will not archive transactions that take place between accounts (i.e. transfers) if only one side of the transaction is reconciled. In this case, there are tons of old transactions in the personal checking that did not get archived because, even though they're reconciled on the checking side, they apparently are not reconciled on the "business receivables" side. I had always assumed that in my invoice list, when I select "receive payment" on an invoice and fill in the details, it automatically reconciles that side of the transaction. Apparently this is not happening. Since "business receivables" isn't a typical asset or bank account, I can't clear transactions or balance the account in the same manner as I would with those accounts, so the archiving is incomplete. What am I missing? Thanks in advance - Mike (remove "antispam" in email for direct reply) |
| Tags |
| 2003, archive, businessrelated, money, transactions |
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